This question is an advisor's worst nightmare

"Really, what did you do for me this year?

I could have done this on my own."

A professional's worst nightmare.

One of our advisors was telling me this story.

She was talking about a conversation she had at the end of July last year.

It still stung.

You know what happened 2 days later?

The market started a nasty pullback that lasted through October. Lost about 10%

But just as suddenly it recovered, ending up for the year.

And suddenly the client who questioned everything...
Was thanking her for helping them stick to their plan.

Here's what most people don't see:
Great advisors are guarding against future pain.
Building trust before it's tested.
Creating a shield against panic.

The advisors who win don't just wait for the storm.

They show their work:
Weekly updates on the whole picture.
Regular context beyond just returns.
Constant reinforcement of the plan.

Because when markets turn (they always do)
Your clients won't be asking what you did.
They'll be grateful you were there all along.

What's your best strategy for showing your ongoing value to clients?

PS "𝗦𝗼𝗺𝗲𝗼𝗻𝗲 𝗶𝘀 𝘀𝗶𝘁𝘁𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 𝘀𝗵𝗮𝗱𝗲 𝘁𝗼𝗱𝗮𝘆 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘀𝗼𝗺𝗲𝗼𝗻𝗲 𝗽𝗹𝗮𝗻𝘁𝗲𝗱 𝗮 𝘁𝗿𝗲𝗲 𝗮 𝗹𝗼𝗻𝗴 𝘁𝗶𝗺𝗲 𝗮𝗴𝗼."
– Warren Buffett